Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3 years Service code 11 · EIN 34-1213174 | Actuarial | $32,735 |
Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $19,950 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST BANK Service code 18 · EIN 54-1109779 | Custodial (securities); Custodial (ot... | $14,630 |
KEITER4 years Service code 10 · EIN 54-1631262 | Accounting | $11,880 |
BUCK GLOBAL, LLC1 year Service code 16 · EIN 83-1116912 | Consulting | $6,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 31.96% | 8.35%+23.6pp | 9.78%+22.2pp | 18.35%+13.6pp |
| Employer contribution / active EE | $10,204 | $16,968-39.9% | $46,889-78.2% | $14,669-30.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |